Staff Associate for CFO Advisory in public accounting firm assisting clients with accounting challenges and internal controls.
About the role
- Personal Finance Advisor providing personal finance advice and managing client relationships at Desjardins. Collaborating with internal teams to ensure client service excellence.
Responsibilities
- Provide personal finance advice to clients
- Manage client relationships and financial portfolios
- Collaborate with internal teams to enhance service delivery
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Knowledge of French is required
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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